Christopher Baker is a financial advisor with MAI Capital Management, LLC in Cleveland, OH, holding a Series 63 designation and 26 years of industry experience. He worked at Winfield Associates, Inc. for 25 years before joining MAI Capital Management, where he has been since 2022. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across diverse strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

Spenser Vago is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Stratos in 2025, he worked at Virtue Capital Management, LLC and Horter Investment Management. He is also the owner of Vago Insurance Agency, an employee benefits and insurance firm he has operated since 1999. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party investment strategies.

Donna Thrane is a financial advisor with MAI Capital Management, LLC, holding a PFS™ designation along with Series 63 and Series 65 licenses. She has eight years of industry experience, including roles at RSM US Wealth Management LLC and Wellspring Financial Advisors. Outside of MAI, she is also associated with Choreo, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning, tax, and bill-pay services within client relationships.

Andrew Webb is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes roles at Merrill from 2011 to 2023, Berkshire Bank from 2023 to 2024, and KeyBank NA since 2024. He has been with Key Investment Services LLC since 2025. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Jason Wegner is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services since 2016. His prior experience includes roles at Wells Fargo Clearing, Chase Investment Services Corp., and Banc One Securities Corporation. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and brokerage products. The firm emphasizes client-directed model selection, ongoing monitoring, and access to third-party discretionary managers, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Luke Jeffery is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to joining Key Investment Services, he worked at BJ's Brew House and held teaching positions at John Carroll University, Lakeland Community College, and Mentor High School. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection, provides non-binding recommendations and ongoing monitoring, and has affiliations with KeyCorp and KeyBank that support its integrated business model.

Russell Sypen is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with PNC Investments since 2009. Outside of his advisory role, he is an owner and partner of Mazel Tov Cocktails LLC, operating The Spotted Owl. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven portfolio selection and implements investments via approved model strategies managed by PNC or third-party strategists.

Ameer Richardson is a financial advisor with Fifth Third Securities, Inc. in Elyria, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fifth Third Securities since 2005. Outside of his advisory role, he owns and manages rental properties, which he states do not interfere with his professional duties. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and distinctive features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and its municipal-advisor registration.

Danial Anderson is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Key Investment Services since 2010. Outside of his advisory role, he owns a single-family rental property managed by a third-party company. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap fees, model portfolios, and separately managed accounts. The firm operates within the KeyCorp group and emphasizes client-directed investment model selection alongside ongoing monitoring and due diligence.

Timothy Mclaughlin is a financial advisor with Kestra Advisory and holds the CFP® designation, along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member of the Murray Ridge Housing Corporation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and a range of investment solutions, managing approximately $79.8 billion in assets and serving clients such as large institutional investors and sovereign wealth funds.

Scott Hughes is a financial advisor with Key Investment Services LLC in Brooklyn, Ohio, holding Series 66 and Series 63 licenses and eight years of industry experience. His work history includes roles at JP Morgan Chase Bank, Citizens Securities, and Citizens Bank. Key Investment Services LLC offers advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by ongoing monitoring and due diligence, with affiliations to KeyCorp and related entities.

Michael Marrapese is a CFA® charterholder and holds the Series 63 designation, with 16 years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2023, following a seven-year tenure at MarketCipher Partners LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies through in-house portfolio managers and third-party sub-advisers, and offers integrated financial planning, tax, and trust services.

Jalan January is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, he held positions at Huntington National Bank, Huntington Private Bank, and other firms. January has also been involved with the Jewish Community Center from 2020 to 2023. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring and due diligence across its offerings, operating as part of the KeyCorp group with connections to affiliated banking and capital markets entities.

Franco Miranda Alves is a financial advisor at Citizens Securities, Inc. based in Rocky River, OH, holding a Series 66 credential with three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., among other roles in the financial sector. Citizens Securities serves individual and high-net-worth investors by providing investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory platform using proprietary algorithms for ETF-based portfolios, alongside commission-based brokerage and managed account programs.

Eric Sanow is a financial advisor at PNC Wealth Management in Cleveland, OH, holding a Series 66 designation with 15 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and manages portfolios through approved strategies executed with mutual funds and ETFs.

Michael Buchanan is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked for J.P. Morgan Securities LLC for 11 years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Marie Kowalski is a financial advisor at Key Investment Services LLC with 14 years of industry experience. She holds the Series 66 designation and has been with Key Investment Services since 2011. The firm serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. Key Investment Services emphasizes client-directed model selection and ongoing product due diligence, operating within the KeyCorp group with affiliated banking and capital markets entities.

Brian Bruscino is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Suntrust Advisory Services and Suntrust Investment Services since 2020, as well as at U.S. Bancorp Investments from 2012 to 2020. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Kevin Davenport is a financial advisor with Commonwealth Financial Network in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Commonwealth since 2013. Outside of his advisory role, he serves as a board member for the City of Berea Planning Commission. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides back-office operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.

Sofia Carter is a Series 66-licensed financial advisor with 12 years of industry experience. She currently works at Key Investment Services LLC and has held prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Huntington National Bank, and Bank of America. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing oversight, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.